2018 NAPFA Fall Conference

Taking place October 15-18 in the City of Brotherly Love, this year’s event will be a blend of NAPFA tradition and financial planning innovation. The location is The Philadelphia 201 Hotel (formerly Shertaon Philadelphia Downtown), right in the middle of old Philadelphia. Close to the Liberty Bell, the Philadelphia Museum of Art, the Betsy Ross House (birthplace of the American flag), and the Philadelphia Zoo, you won’t have to wander far to get a glimpse of history. At the same time, you’re just a stone’s throw from the city’s evolving craft beer distilleries, Hop Sing Laundromat, a plethora of cheesesteaks, and the “Rocky steps”.

Celebrated speakers from conferences past will be on hand - Jeff Levine and Diane Omdahl, who’ve received kudos from members on their past appearances, as well as soon-to-be favorites like Karla Chin, Dr. John Grable, Joe Messinger and Peter Van Buskirk.

Keynote Speakers:

Eric Rosenbach, former Army intelligence officer, former chief of staff to the U.S. Secretary of Defense

Jennifer Golbeck, director of the Human-Computer Interaction Lab at the University of Maryland

George Kinder, founder of the Kinder Institute of Life Planning

Health, Wealth and Self, Karen Mercer

Pre-Conference:

Make plans to join us on Monday, October 15 for a day-long program on ‘Exquisite Listening’ led by Ted Klontz. Practice your “Exquisite Listening” with other participants in this highly-interactive program. Ethics Training will also be offered.

Conference Session Topics:

Helping your clients find the best college fit for their children

How women are changing the world of finance

Are you ready for an SEC exam?

The science behind happiness, resilience and success

Changes in the area of college funding advice

Using insurance in a fee-only practice

Women, money and divorce

Data-driven social advertising

Ten critical IRA errors advisors must avoid

Connect with providers who have tools, technology solutions and resources to help you deliver a more streamlined experience to your clients! Interested in exhibiting? To learn more about how you can align your business with NAPFA financial advisors, contact Ric Haines at 732.920.4236

Cancellation and refund requests must be made in writing by September 23rd. A refund of the conference fee, minus a $100 administrative fee, will be given for cancellations received by that date. No refunds will be granted for requests received after September 23, 2018. Submit all requests to Robin Gemeinhardt. NAPFA regrets that refunds will not be given for no-shows.

CFP approval pending for those sessions listed in the program agenda.

National Association of Personal Financial Advisors (NAPFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.